Broker Check

OUR HISTORY

MEA Wealth Advisors is a leading retirement planning and investment asset management company and parent company to MEA Tax Advisors and MEA Insurance Advisors, serving clients in Southern California and across the country. Our firm is built on a desire to help our clients pursue their most important life goals. 

Marc E. Anderson, our founder, began his career nearly 35 years ago with PCC Financial Services, Inc., a corporate benefits consulting firm. Working with small, closely held businesses, Marc specializes in retirement planning, deferred compensation, 401(k)’s and other types of employer and employee benefits programs.

From the onset, Marc found himself fielding more and more requests for broad individual financial advice and investment management.  After several years as an employee of a larger firm, Marc had grown disappointed with being restricted to providing limited advice and use a limited number of investment options for his client.  He wanted the ability to provide individualized solutions and access to the entire universe of planning and investment options. To create his vision, he realized he must become a truly independent advisor.  To that end Marc founded Marc E. Anderson, Inc., in 1985 and earned the respected Certified Financial Planner™ (CFP®) designation in 1987.

The new, independent firm answered only to its clients, and enjoyed the freedom to recommend the solutions and investments directions that Marc and his team believed were best for those they served.  

Starting in 1997, the firm was invited to help serve labor organizations. This led to Marc becoming a union member himself in 2003. His union experience allowed him to understand the unique needs that union members have at retirement and how to navigate the landscape that exists for planning.

With the firm having evolved into a successful, retirement-planning and investment management company, Marc E. Anderson, Inc., became MEA Wealth Advisors in 2015. The name reflects our growth while linking our future to our past.

Today, Marc and the entire team remain true to our mission: Providing the experience and objective guidance that empowers clients to pursue their goals. We will never forget that we owe our success to our clients’ success.